HoldingsChannel.com
All Stocks Held By Mycio Wealth Partners LLC
As of  12/31/2023, we find all stocks held by Mycio Wealth Partners LLC to be as follows, presented in the table below with each row detailing each Mycio Wealth Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Mycio Wealth Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Mycio Wealth Partners LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
CHUBB LIMITED 951,092 -27,458 $214,947
     CB951,092-27,458$214,947
ISHARES TR (IEFA) 219,615 +2,270 $15,450
     IEFA219,615+2,270$15,450
APPLE INC 65,917 -4,180 $12,691
     AAPL65,917-4,180$12,691
ISHARES TR (IVV) 25,624 +2,152 $12,239
     IVV25,624+2,152$12,239
SPDR S&P 500 ETF TR (SPY) 23,445 +61 $11,144
     SPY23,445+61$11,144
ISHARES TR (EFA) 126,287 +729 $9,516
     EFA126,287+729$9,516
VANGUARD SPECIALIZED FUNDS (VIG) 51,425 +220 $8,763
     VIG51,425+220$8,763
PROSHARES TR (NOBL) 85,521 +1,012 $8,142
     NOBL85,521+1,012$8,142
VANGUARD TAX MANAGED FDS (VEA) 153,378 +1,703 $7,347
     VEA153,378+1,703$7,347
SPDR SER TR (SDY) 47,969 -23,804 $5,995
     SDY47,969-23,804$5,995
ISHARES TR (IWF) 18,967 +30 $5,750
     IWF18,967+30$5,750
BROADSTONE NET LEASE INC 304,352 +702 $5,241
     BNL304,352+702$5,241
ISHARES TR (IWM) 19,202 -164 $3,854
     IWM19,202-164$3,854
VANGUARD INDEX FDS (VB) 15,730 +34 $3,356
     VB15,730+34$3,356
ISHARES TR (IWR) 43,036 +108 $3,345
     IWR43,036+108$3,345
AUTOMATIC DATA PROCESSING IN 13,837 +24 $3,224
     ADP13,837+24$3,224
ROYALTY PHARMA PLC 113,652 UNCH $3,195
     RPRX113,652UNCH$3,195
LOCKHEED MARTIN CORP 5,230 UNCH $2,370
     LMT5,230UNCH$2,370
ISHARES TR (IWB) 7,496 +42 $1,966
     IWB7,496+42$1,966
AIR PRODS & CHEMS INC 7,044 +44 $1,929
     APD7,044+44$1,929
ISHARES TR (IWD) 11,248 +40 $1,859
     IWD11,248+40$1,859
ISHARES TR (EEM) 34,336 +532 $1,381
     EEM34,336+532$1,381
ISHARES TR (FLOT) 21,482 UNCH $1,087
     FLOT21,482UNCH$1,087
VANGUARD SCOTTSDALE FDS (VCSH) 13,535 +110 $1,047
     VCSH13,535+110$1,047
ISHARES INC (IEMG) 20,183 UNCH $1,021
     IEMG20,183UNCH$1,021
ISHARES TR (ACWI) 9,599 UNCH $977
     ACWI9,599UNCH$977
ISHARES TR (EFV) 16,836 +303 $877
     EFV16,836+303$877
ISHARES TR (IWN) 5,125 +38 $796
     IWN5,125+38$796
ISHARES TR (EFG) 8,031 +54 $778
     EFG8,031+54$778
INVESCO EXCHANGE TRADED FD T (RSP) 4,823 +15 $761
     RSP4,823+15$761
ISHARES TR (IWS) 6,329 +32 $736
     IWS6,329+32$736
ALPHABET INC 4,278 -1,402 $598
     GOOGL4,278-1,402$598
ALPHABET INC 4,130 -1,126 $582
     GOOG4,130-1,126$582
ISHARES TR (IYLD) 28,217 UNCH $568
     IYLD28,217UNCH$568
PPL CORP 12,916 +92 $350
     PPL12,916+92$350
V F CORP 18,556 -9,353 $349
     VFC18,556-9,353$349
ISHARES TR (IWO) 1,241 +4 $313
     IWO1,241+4$313
MICROSOFT CORP 779 +38 $293
     MSFT779+38$293
INVESCO QQQ TR 710 UNCH $291
     QQQ710UNCH$291
VANGUARD INDEX FDS (VOO) 606 +3 $265
     VOO606+3$265
VANGUARD INDEX FDS (VBK) 1,087 +2 $263
     VBK1,087+2$263
VANGUARD INDEX FDS (VV) 777 UNCH $170
     VV777UNCH$170
VANGUARD INDEX FDS (VO) 507 UNCH $118
     VO507UNCH$118
ISHARES TR (IYR) 258 UNCH $24
     IYR258UNCH$24
ISHARES TR (IYM) 160 UNCH $22
     IYM160UNCH$22
INVESCO LTD 605 -83 $11
     IVZ605-83$11
VANGUARD INDEX FDS (VBR) 56 +1 $10
     VBR56+1$10

See Summary: Mycio Wealth Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Mycio Wealth Partners LLC

EntityShares/Amount
Change
Position Value
Change
VBR -55-$9
EntityShares/Amount
Change
Position Value
Change
IEFA +2,270+$1,464
IVV +2,152+$2,159
VEA +1,703+$716
NOBL +1,012+$659
EFA +729+$863
BNL +702+$899
EEM +532+$98
EFV +303+$68
VIG +220+$807
VCSH +110+$38
EntityShares/Amount
Change
Position Value
Change
CB -27,458+$11,232
SDY -23,804-$2,260
VFC -9,353-$144
AAPL -4,180+$690
GOOGL -1,402-$145
GOOG -1,126-$111
IWM -164+$431
IVZ -83+$1
IYM UNCH+$2
Size ($ in 1000's)
At 12/31/2023: $356,011
At 09/30/2023: $334,560

Mycio Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mycio Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Mycio Wealth Partners LLC | www.HoldingsChannel.com

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